Hi everybody

After the $NVDA (-2,33%) figures I took two days to decide what I wanted to do with some money I put aside.

If Nvidia dropped a lot I would have added a tranche to my portfolio. It didn’t so I spread my money across the whole world. $IWDA (+1,13%)

Reasons for doing so:

1) If Nvidia disappointed I anticipated that stocks would drop everywhere and we would end up in a period of stagnating markets.

2) Continuing in the topic of AI: I also looked into the quarterly figures of $CRM (+1,87%) and we can see that AI is being monetised, which results in improving figures.

3) When we look broader than just AI and technology, macroeconomic figures indicate that inflation has decreased to 2,2% in the Eurozone. It is now almost certain that the ECB will cut intrest rates in september.

It would be nice if you gave me your insights about all this! Thanks 🤘